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Who's the Competition?


In its study of strategies to reach the retirement market, LIMRA International of Windsor, Conn., interviewed 28 companies, including mutual funds, insurers, banks and distributors, about their own strategies and the competition. Fidelity Investments of Boston was cited as the competitor with the most potent program right now (see sidebar pg. 38). After the Fidelity, the following companies, listed in alphabetical order, were mentioned as having strong strategies.

* Genworth Financial

Richmond, Va.

* Merrill Lynch

New York, NY

* National Financial

Columbus, Ohio

* Principal Financial

Des Moines, Iowa

* T. Rowe Price

Baltimore, Md.

Source: LIMRA International

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